View Full Version : Improper auto-catgorizing
StrikerObi
01-18-2008, 02:34 PM
I don't know why but for some reason Jimmy John's, the sandwich shop, always gets categorized as "Business Services" and not "Restaurants" or "Fast Food". I have tried multiple times to set a rule to make sure it gets marked as "Fast Food" but the rule never sticks...
Damon
01-18-2008, 05:30 PM
We're going to do some more investigative work to improve the transaction renaming and categorization process. In order to do so, I need help from our community in making this better & invite people to contact us (https://wwws.mint.com/contact.event) with these issues. Please file under: Bug Transactions.
Here's what we need:
1. email address of your account
2. the date of the transaction.
3. the category/name that we assigned to the transaction.
4. what the original name of the transaction was (you can get this by hovering your mouse over the transaction).
5. If categorization, we will also need what the category *should* have been.
6. The name of the bank/url of bank (just for tracking purposes)
We will also be doing the same for no category transactions, such as when the transaction name is simply a series of numbers that came across from your bank.
packy
02-24-2008, 10:47 PM
We're going to do some more investigative work to improve the transaction renaming and categorization process. In order to do so, I need help from our community in making this better & invite people to contact us (https://wwws.mint.com/contact.event) with these issues. Please file under: Bug Transactions.
Funny, I did that and Mae pointed me here to the forums.
Anyway, the problem I'm having is related to the "no category" transactions. I have a series of transactions that look like "TO Loan (account number)L40#", "TO Loan (account number)L9.2#" and "TO Loan (account number)L9.4#", but Mint truncates them all automagically to "Loan L". It'd be incredibly useful if we could define renaming rules that happen BEFORE Mint tries to auto-rename transactions, because then the users could grab off transactions that they know the proper translation for and enter in the proper translation. I mean, sure, we can do it manually now by hovering over the transaction and looking at what the original text was, but if we have to do it manually, what's the point in using Mint?
Damon
02-25-2008, 03:04 AM
The information requested (see below) needs to go to the contact form. This is probably an issue of what is being pulled from the bank - so we can file a bug to correct it on our end and/or with our provider.
Here's what we need:
1. email address of your account
2. the date of the transaction.
3. the category/name that we assigned to the transaction.
4. what the original name of the transaction was (you can get this by hovering your mouse over the transaction).
5. If categorization, we will also need what the category *should* have been.
6. The name of the bank/url of bank (just for tracking purposes)
We will also be doing the same for no category transactions, such as when the transaction name is simply a series of numbers that came across from your bank.
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